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Heartwood Wealth Advisors LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heartwood Wealth Advisors LLC on BRK-B, newest first. How the timeline and the estimate are built.

Heartwood Wealth Advisors LLC held 7,634 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,634 shares
    Change vs previous 13F -305 shares

    0.3% of the 13F portfolio, value $3,801,350.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,939 shares
    Change vs previous 13F -106 shares

    0.31% of the 13F portfolio, value $3,972,596.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,045 shares
    Change vs previous 13F -81 shares

    0.34% of the 13F portfolio, value $3,855,164.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,126 shares
    Change vs previous 13F -48 shares

    0.38% of the 13F portfolio, value $4,084,534.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,174 shares
    Change vs previous 13F -801 shares

    0.38% of the 13F portfolio, value $4,109,397.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,975 shares
    Change vs previous 13F +2,954 shares

    0.46% of the 13F portfolio, value $4,359,786.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,021 shares
    Change vs previous 13F -22 shares

    0.37% of the 13F portfolio, value $3,206,664.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,043 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,739,171.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).